TRUE Private Wealth Advisors’s Lincoln National LNC Stock Holding History

TRUE Private Wealth Advisors’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,985	Closed	-$218K	–	230
2022 Q3	$218K	Sell	4,985 -484	-9%	-$23.3K	0.03%	194
2022 Q2	$255K	Hold	5,469	–	–	0.04%	187
2022 Q1	$355K	Buy	5,469 +22	+0.4%	+$1.5K	0.05%	156
2021 Q4	$371K	Sell	5,447 -706	-11%	-$49.8K	0.05%	178
2021 Q3	$423K	Sell	6,153 -11	-0.2%	-$719	0.06%	158
2021 Q2	$387K	Sell	6,164 -74	-1%	-$4.88K	0.06%	156
2021 Q1	$388K	Sell	6,238 -176	-3%	-$9.73K	0.06%	155
2020 Q4	$322K	Sell	6,414 -443	-6%	-$18.8K	0.05%	154
2020 Q3	$214K	Sell	6,857 -24	-0.3%	-$857	0.04%	177
2020 Q2	$253K	Buy	6,881 +3,817	+125%	+$134K	0.05%	160
2020 Q1	$80K	Buy	3,064 +4	+0.1%	+$190	0.02%	233
2019 Q4	$180K	Sell	3,060 -633	-17%	-$37.3K	0.03%	229
2019 Q3	$222K	Buy	3,693 +3	+0.1%	+$179	0.04%	186
2019 Q2	$237K	Buy	3,690 +3	+0.1%	+$192	0.04%	177
2019 Q1	$216K	Buy	+3,687	New	+$218K	0.04%	188
2018 Q4	–	Sell	-3,991	Closed	-$270K	–	631
2018 Q3	$270K	Sell	3,991 -464	-10%	-$30.6K	0.04%	229
2018 Q2	$277K	Buy	4,455 +3	+0.1%	+$205	0.04%	219
2018 Q1	$325K	Sell	4,452 -148	-3%	-$11.6K	0.06%	175
2017 Q4	$353K	Buy	4,600 +2	+0%	+$151	0.06%	169
2017 Q3	$337K	Buy	4,598 +2	+0%	+$141	0.08%	114
2017 Q2	$310K	Buy	4,596 +2	+0%	+$132	0.07%	111
2017 Q1	$301K	Sell	4,594 -75	-2%	-$5.13K	0.07%	109
2016 Q4	$321K	Buy	4,669 +5	+0.1%	+$291	0.08%	104
2016 Q3	$225K	Buy	+4,664	New	+$209K	0.07%	128
2016 Q1	–	Sell	-4,593	Closed	-$231K	–	135
2015 Q4	$231K	Buy	+4,593	New	+$240K	0.1%	82

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's LNC Position: Q4 2022 in Review

TRUE Private Wealth Advisors sold out of Lincoln National (LNC) in Q4 2022, closing a stake of 4,985 shares — an estimated $218K sold.

TRUE Private Wealth Advisors first reported a position in LNC in Q4 2015 and held it in 25 quarters. The position peaked at $423K in Q3 2021. 574 funds tracked by Wall St. Rank hold LNC as of Q4 2022.

TRUE Private Wealth Advisors reported no remaining Lincoln National position as of Q4 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,985 Lincoln National shares in Q4 2022, an estimated $218K.
TRUE Private Wealth Advisors first reported a position in Lincoln National in Q4 2015 and held it in 25 quarters.
TRUE Private Wealth Advisors's Lincoln National position peaked at $423K in Q3 2021.
574 funds tracked by Wall St. Rank held Lincoln National as of Q4 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.